WealthManagement.com honored the wealth administration business’s most progressive corporations and people final night time on the eleventh annual Wealth Administration Business Awards ceremony throughout a black-tie gala held at Cipriani forty second Road in New York Metropolis.
Now in its eleventh 12 months, the Wealth Administration Business Awards, generally known as “The Wealthies,” acknowledge excellent achievements by corporations, organizations and people that help monetary advisor success. Winners are chosen based mostly on quantitative measures, together with scope, scale, adoption and have set, together with qualitative measures resembling innovation, creativity and consumer expertise.
This 12 months’s program set new information, with 1,209 nominations, underscoring the accelerating tempo of change and innovation throughout the sector. In complete, almost 300 corporations have been named finalists, together with 88 first-time honorees.
Among the many corporations acknowledged in a number of classes have been FMG Suite and Goldman Sachs, with three wins every.
“The record-breaking participation on this 12 months’s Wealth Administration Business Awards is a transparent reflection of the business’s dedication to innovation, progress and supporting monetary advisor success,” mentioned David Armstrong, head of editorial operations. “From rising applied sciences to new consumer service fashions, the breadth and depth of this 12 months’s winners display the resilience and creativity driving our business ahead.”
The 2025 awards program featured greater than a dozen new classes designed to seize the newest developments within the occupation. As synthetic intelligence continues to rework advisor know-how, new honors acknowledge breakthroughs in AI-driven advertising, assembly help and automatic workflows. Extra classes celebrated advances in operational effectivity by knowledge administration and outsourcing platforms, innovation in property planning implementation, know-how, providers and thought management, in addition to the rising function {of professional} service suppliers and executives in supporting advisors. For the primary time, the awards additionally honored excellence in wealth administration podcasts, with 37 complete submissions.
A distinguished panel of impartial judges, comprised of business specialists, consultants and media representatives, evaluated the submissions by a rigorous choice course of to find out this 12 months’s winners.
A whole itemizing of the 2025 Business Awards finalists, winners and their initiatives will be present in a particular WealthManagement.com Greatest-of-the-Greatest digital version. The total listing of winners can be accessible on the Wealth Administration Business Awards web site.
Earlier within the day, senior executives from finalist corporations participated in CEO and CTO panels, know-how roundtable discussions, and networking at Convene 360 in New York Metropolis. The afternoon featured the Targeted on the Future Suppose Tank: Higher by Instance—Rethinking Management and Success, bringing collectively forward-thinking leaders from the wealth administration and RIA area to discover how purpose-driven corporations are delivering distinctive outcomes whereas driving constructive social and environmental affect.
“These awards will not be solely about recognizing success—they’re about celebrating the folks, concepts and options which might be shaping the way forward for wealth administration,” Armstrong mentioned. “It’s inspiring to see how so lots of our winners are setting new benchmarks for what’s doable on this business.”